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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,082 | $201,344-75.6% | $184,243-73.4% | $145,877-66.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 19.34% | 29.01%-9.7pp | 28.82%-9.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $8,492 | $7,022+20.9% | $6,427+32.1% | $4,663+82.1% |
| Participant deferral / active EE | $6,323 | $9,807-35.5% | $9,132-30.8% | $6,691-5.5% |
| Admin fee / account holder | $19 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |